Filed June 21, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BILTMORE FAMILY OFFICE LLC3+ years Service code 27 4064 COLONY RD STE 370 · CHARLOTTE, NC 282113639 | Advisory (Plan) | $51,523 |
CONRAD SIEGEL2 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $42,000 |
THE BANK OF NEW YORK MELLON3+ years Filed as: PERSHING ADVISOR SOLUTIONS Service code 27 ONE PERSHING PLAZA · EL SEGUNDO, CA 902455672 | Advisory (Plan) | $22,431 |
RELIANCE TRUST COMPANY3+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $6,013 |
ALTEGRIS1 year Filed as: ALTEGRIS ADVISORS, L.L.C. Service code 28 4020 SOUTH 147TH STREET · OMAHA, NE 68137 | Investment Management | $0 |
Filed as: BARINGS LLC Service code 28 300 SOUTH TRYON STREET SUITE 2500 · CHARLOTTE, NC 28202 | Investment Management | $0 |
CAVANAL HILL FUNDS1 year Service code 28 3435 STELZER ROAD · COLUMBUS, OH 43219 | Investment Management | $0 |
DOUBLELINE CAPITAL LP1 year Service code 28 333 S. GRAND AVE SUITE 1800 · LOS ANGELES, CA 90071 | Investment Management | $0 |
Filed as: FIDELITY SELECTCO, LLC Service code 28 245 SUMMER STREET · BOSTON, MA 02210 | Investment Management | $0 |
Service code 28 725 SOUTH FIGUEROA SUITE 400 · LOS ANGELES, CA 90017 | Investment Management | $0 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,549-100.0% | $157,466-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 11.9%-11.9pp | 4.7%-4.7pp |
| Annual return | 0.41% | -2.68%+3.1pp | 12.68%-12.3pp | -0.69%+1.1pp |
| Employer contribution / active EE | $5,242 | $18,045-71.0% | $22,860-77.1% | $16,786-68.8% |
| Participant deferral / active EE | $0 | $450-100.0% | $123-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $231-100.0% | $2,825-100.0% | $124-100.0% |